Approval Summarisation for any record

old_dev_new_ai
Giga Contributor

Hi All

 

We are trying to achieve better user experience when navigating to an approval record via the portal page "approvals".

We have enabled the approval summarisation skill however finding it extremely difficult to enable this for records like change_request and other similar records.

OOTB skill available only for RITM , REQUESTS and HR Cases.

Anybody achieved something similar ?

The other issue being the skill does not show up on this page but only the "to-dos" page.

2 REPLIES 2

No NaME
Mega Guru

I guess only option is - create / extend a custom skill for change request

Ankur Bawiskar
Tera Patron

@old_dev_new_ai 

screenshots please

Regards,
Ankur
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